FT News Briefing Cracks in the US Treasury bond market
Nov 21, 2022
A shocking report reveals major investment firms linked to companies accused of Uyghur repression. In Lebanon, households are rapidly adopting solar energy to counter crippling power shortages. Meanwhile, the U.S. Treasury bond market shows signs of distress, with declining liquidity and rising volatility posing significant risks. Experts debate potential regulatory changes, all while drawing parallels to market upheavals seen in 2020.
AI Snips
Chapters
Transcript
Episode notes
Uyghur Repression Exposure
- Top global investment funds are passively exposed to Chinese companies allegedly involved in Uyghur repression.
- Funds investing in MSCI indices, like BlackRock, are exposed to these companies.
Solar Inequality
- Lebanon's transition to solar energy is positive for the environment but exacerbates inequality.
- Many cannot afford solar panels and are left without power, highlighting a disparity.
Lebanon's Solar Boom
- Lebanon's economic crisis fueled a solar energy boom due to unreliable state-run power.
- Raya Jalabi noticed a visible increase in solar panels everywhere, from rooftops to balconies.